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Critical illness cover: the overlooked cornerstone of financial resilience
As part of IFA Magazine’s Friday Focus this week, we look into the crucial yet often underestimated role of Critical Illness insurance. In this…
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Who’s been IFA Talk-ing this month? A roundup of our October episodes
October was once again a busy month in the IFA Talk studio, where we welcomed a host of guests to discuss the…
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Industry experts bring critical illness back into focus
In today’s evolving protection landscape, Critical Illness Cover (CIC) often takes a back seat to products like Income Protection, not because it’s less important,…
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Consumer Duty two years on: Consumer Support outcome deserves attention
In this series of articles, Chris Jones, Financial Services Director at Dynamic Planner, has been looking at the impact of Consumer Duty,…
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Daniela Silcock, Independent Pensions Consultant, explains why stability and realism matter in pensions
When it comes to pensions, the only constant seems to be change. Regulation, products, markets, everything’s in motion, and it’s no wonder…
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Fidelity research shows advisers only spend one-third of their day with clients, and AI could unlock the ideal workday
Administrative and compliance responsibilities continue to dominate advisers’ workloads, according to the latest IFA DNA study from Fidelity Adviser Solutions. The annual research highlights how advisers…
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Why every firm needs a clear, evidence-based investment philosophy—and why it matters most when markets get stormy
At Paradigm Norton they believe that money matters, but life matters more. Money, and by extension investing, is important but you need…
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Bridging the AI trust gap: EV’s Chet Velani on why human insight remains the beating heart of financial advice
By Chet Velani, Managing Director at EV As artificial intelligence reshapes financial advice, the real differentiator won’t be speed or scale, it’ll…
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Artificial Intelligence bubble: How much longer can the rally continue?
The Artificial Intelligence boom has driven global equity gains, though bubble concerns persist. Daniel Casali, Chief Investment Strategist at Evelyn Partners, notes…
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Dynamic Planner achieves industry-first AI certification and adds new strategic hires to accelerate AI and data growth
Dynamic Planner, the UK’s leading digital advice platform, has further cemented its commitment to trusted AI, setting the industry standard and becoming…
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Rathbones Asset Management’s Thomson backs real-world winners of the AI revolution
Artificial intelligence (AI) is transforming industries far beyond Silicon Valley from eyewear and e-commerce to the infrastructure powering the digital economy, according…
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Reshaping trust and talent: how AI is redefining the insurance landscape in the UK
Written by Sarat Chand, Managing Director, UK&I, Wipro Limited The insurance industry is at a precipice of an AI-driven transformation. While the…
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Tracker funds: W1M’s Nersen Pillay highlights the illusion of diversification and the risks involved
Frequently hailed for their low costs and broad market exposure, tracker funds are a popular choice for many investors seeking passive investment…
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Budget watch – Charles Stanley’s Tom Hawkins highlights key points for advisers to think about
In the following analysis for today’s Friday Focus pre-budget feature, Tom Hawkins, Head of Intermediary Sales and Strategic Partnerships (South), Charles Stanley,…
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Pre-budget briefing: Practical tips on taking action to help your clients make better decisions
As part of today’s Friday Focus, looking at what advisers need to be doing ahead of the Chancellor’s budget on 26th November,…
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Pre-budget speculation reaches boiling point. Aegon’s Steven Cameron asks, will pensions face a fright?
It’s Halloween, and as Budget speculation reaches fever pitch, advisers are bracing for potential shocks lurking in Rachel Reeves’ Red Box. In…
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How AI can help IFAs meet Consumer Duty without losing the human touch
As the Financial Conduct Authority’s Consumer Duty raises expectations for fairness, consistency and documentation, advisers face growing pressure to balance compliance with…
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Guest insight | Targeted Support risks failing its promise without behavioural insight, warns Oxford Risk’s Greg B Davies
As the FCA prepares to roll out its targeted support framework, firms face both a regulatory opportunity and a compliance hazard. In…
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Opening up the protection conversation: why advisers must tackle the topics clients avoid
When it comes to talking about serious illness, silence often speaks louder than words. In this exclusive feature for IFA Magazine’s new Insurance & Protection,…
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Guest insight |The new outsourcing: intelliflo’s Richard Wake why advice firms are increasingly turning to technology
As advice firms look to boost efficiency and client engagement, many are discovering that the smartest outsourcing decision isn’t to a third…
